John Ellis’ Post

On The Daily Top Stories Today: US Inflation and Tesla. Read the full article here: https://lnkd.in/duiv2c4p #us #inflation #tesla

How does the Feds cautious approach to rate cuts impact Automotive Retail? Dealers are now operating in a new normal as it relates to profitability and the cost of growth. Therefore managing the balance sheet debt/equity to ensure cash is being deployed to it highest value can be a challenge. Unlocking Real Estate Blue Sky can significantly provide liquidity needed to continue growth and accelerate profitability at a much lower cost basis. Legacy Automotive Capital TJ Doyle Benjamin Catanese Austin Wolfington Eli Schultz Daniel Gold

☀️Coming up, per Bloomberg: Economic data today is expected to show producer-price growth slowed to 0.1% in May as gasoline prices declined while core PPI also likely moved down. Meanwhile jobless claims will likely come down in the week ended June 8, with the upside surprise the previous week due to seasonal-adjustment issues. The U.S. Treasury is also scheduled to sell $22 billion of 30-year bonds. In corporate events, eyes will be on Tesla as it holds its annual meeting. 🇺🇸 CrossCheck Media LLC • CrossCheck Management LLC • Bloomberg Intelligence • Todd M. Schoenberger • Tobin Smith • Jordan Kimmel • Jake Novak

Market update for the week of July 8th, 2024: 1. Report releases: The Fed reiterated its data dependence in minutes from its most recent meeting. 2. Financial market data: Tesla fueled the rally in mega-cap names on better-than-expected second-quarter deliveries. 3. Looking ahead: The focus this week will be on inflation; consumer and producer price data for June is expected to be released.

Staying invested last week paid off, highlighting the importance of patience and avoiding emotional decisions in the market. While concerns remain, like a small number of stocks driving the market up and high-interest rates, your perspective determines how you view these factors. Read the full article for more details. https://lnkd.in/gMfpQk3S #Marketcommentary #Financialnews #Nvidia #Retirementplanning

After 50 bp FED Rate cut. https://lnkd.in/dPGb8FAV

Staying invested last week paid off, highlighting the importance of patience and avoiding emotional decisions in the market. While concerns remain, like a small number of stocks driving the market up and high-interest rates, your perspective determines how you view these factors. Read the full article for more details. https://lnkd.in/giTqp6He #Marketcommentary #Financialnews #Nvidia #Retirementplanning

To give some background to the just-posted factor regime analysis, the accompanying table shows the cap-weighted average factor regime scores for individual sectors/industries for the S&P 500 and the Stoxx 600. Unsurprisingly, the “Mag 7 ex Tesla” groups have high “phase 3” scores (broadline retail, software, tech hardware, semis, media). An explanation of the regime scores can be found at the bottom of the table. As I have frequently stated, the “Mag 7” and AI are not the only game in town. Other sectors with a high “phase 3” score include US construction materials (government-sponsored spending boom) and US commercial services (high-quality growth, aka “compounders”). Other high phase 3 scores are “hidden” within groups that have diverging trends (e.g. EU professional services and US hotels & restaurants, both with some “compounder” stocks; US and EU pharma with innovation themes; US capital goods with defense, construction and green transformation themes). Moving away from expensive momentum stocks, banks still stand out with high “phase 2” scores. (This is no investment advice. This comment is for informational and educational purposes only. Information presented in this comment was obtained from sources considered to be reliable, but accuracy and completeness cannot be guaranteed. All data or information or opinions expressed are subject to change without prior notice.) Posted on June 26, 2024 #Aktien #stocks #stockmarket #factorinvesting #investmentstrategy

A year from now you may wish you had started today! 💪🌟 Invest in your future - Act NOW to avoid the Fear of Missing Out! ⏰💸 Group 1 Automotive: Q2 Earnings Snapshot 📊 Group 1 Automotive, a leading automotive retailer, recently released their Q2 earnings report, showcasing their financial performance for the quarter. Amidst the ongoing economic uncertainties, Group 1 Automotive displayed strong resilience and promising growth potential. Highlights from the Q2 earnings report include: - Robust revenue growth: Group 1 Automotive reported a significant increase in revenue compared to the same quarter last year, reflecting a strong demand for their products and services. - Stellar profit margins: The company demonstrated impressive profit margins, indicating effective cost management and operational efficiency. - Strategic expansion: Group 1 Automotive successfully expanded its presence across multiple markets, capitalizing on emerging opportunities and diversifying their revenue streams. - Optimistic outlook: With a favorable market position and solid financial foundation, Group 1 Automotive remains confident about their future prospects, anticipating continued growth and profitability. Considering the positive Q2 earnings snapshot, investing in Group 1 Automotive through your Health Savings Account (HSA) could be a prudent move. By leveraging the potential of the healthcare sector and aligning your investments with your long-term financial goals, you can create substantial wealth while securing your health and wellness. Don't miss out on this opportunity to grow your HSA account and secure a prosperous future for yourself and your family. Invest in Group 1 Automotive today and unlock the potential of your HSA! 💼📈 #hsa #investing #healthcare #health #family #wellness

Only put off until tomorrow what you are willing to die having left undone. Li Auto Stock Surges 14% on China-EU Tariff Talks Li Auto, a leading Chinese electric vehicle manufacturer, experienced a significant surge in its stock price this week. The rise can be attributed to reports indicating that China and the European Union (EU) are poised to engage in ongoing discussions regarding tariffs. Investors are hopeful that continued dialogue between these economic powerhouses will lead to favorable outcomes for Li Auto and the electric vehicle industry as a whole. The positive news surrounding the potential resolution of tariff issues between China and the EU has sparked investor enthusiasm, resulting in a 14% surge in Li Auto's stock. This surge highlights the growing importance of international trade relations and their impact on individual companies operating in the global market. With Li Auto's stock on the rise, there is an undeniable sense of excitement and opportunity in the air. As an investor, it is crucial to stay ahead of the game and make informed decisions. Act now to avoid the Fear of Missing Out (FOMO) and take advantage of the current upward momentum in Li Auto stock. Investing in Li Auto not only presents potential financial gains but also aligns with the broader themes of healthcare, wellness, and sustainability. By investing in the future of electric vehicles, you contribute to a cleaner and greener world for yourself, your family, and future generations. Don't miss out on this electrifying opportunity! Act now and explore the potential benefits of investing in Li Auto. #hsa #investing #healthcare #health #family #wellness 🚀🔋🌍